Reports & Other Logistics

Home / Reports & Other Logistics

Online View & Transaction of Portfolio

We will provide online access with log in details, wherein you can view the Portfolio 24*7. We also provide online transacting of mutual funds i.e Purchase / Sell / Switch / SIP / STP / SWP etc. This facility is available through National Stock Exchange Mutual Fund Platform (NSEMF) which is a leading stock exchange of India.

Learn more about NSEMF

Click here to see Sample Portfolio

Mobile Application

A Customized Mobile Application will help you to track and transact your investment on your mobile at your convenience.

Monthly / Quarterly / Annual Reports

We will be sending the monthly reports which will carry the following details.

  • Absolute and Annualised Return
  • Asset Allocation
  • Realised / Unrealised Gain Loss
  • Transaction details
  • Dividend History
  • Tax implications
Click Here to See Sample Report

Tax Computation

We send complete details on the tax computation on all funds and the overall tax liability for the year. The report is send in the first week of April of every year so that clients can submit the same to their CA's for final tax computation We will also send a report on tax liability report at the end of November every month so that tax planning can be done for the remaining portion of the year

Click here to see sample copy of tax computation report

Record Management

We keep digital records of all your investments and can be retrieved any time upon receiving request from you. We also help client to keep physical records in form of a master file which carries records of all investment products and helps to reconcile accounts.